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iShares iBonds Dec 2033 Term Corporate ETF
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Overview Fund Activity

113 hedge funds and large institutions have $505M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
1.54%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
26
Increased
66
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIC
Sigma Investment Counselors
Michigan
$22.2M
2
PPWM
PFG Private Wealth Management
Florida
$10.2M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$9.84M
4
CIA
Capital Investment Advisors
Georgia
$58M
5
Bank of America
Bank of America
North Carolina
$36.5M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$0
2
FIB
First Interstate Bank
Montana
$48.8M
3
JWCA
J.W. Cole Advisors
Florida
$0
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
26
Sabal Trust
Florida
$4.46M +$467K +18,260 +12%
PA
27
Parallel Advisors
California
$4.4M -$534K -20,889 -11%
BEI
28
Benjamin Edwards Inc
Missouri
$4.26M +$217K +8,474 +5%
4FG
29
4Thought Financial Group
New York
$4.21M +$80.5K +3,151 +2%
JIR
30
James Investment Research
Ohio
$4.01M -$168K -6,579 -4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.77M +$592K +23,170 +19%
Jane Street
32
Jane Street
New York
$3.48M +$3.48M +136,191 New
PA
33
Probity Advisors
Texas
$3.26M +$186K +7,267 +6%
VVP
34
Venture Visionary Partners
Ohio
$3.14M +$56.3K +2,202 +2%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$3.07M +$136K +5,335 +5%
EPW
36
Evergreen Private Wealth
Colorado
$3.04M +$47.7K +1,865 +2%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.56M +$197K +7,701 +8%
MSRI
38
Michael S. Ryan Inc
New York
$2.36M +$2.36M +92,303 New
SHA
39
Seneca House Advisors
Virginia
$2.3M +$23.2K +906 +1%
SWMG
40
Signature Wealth Management Group
Georgia
$2.21M +$157K +6,128 +8%
SP
41
Stonebrook Private
Michigan
$2.14M +$142K +5,567 +7%
MSWM
42
McGlone Suttner Wealth Management
Wisconsin
$2.12M +$23.6K +925 +1%
Mariner
43
Mariner
Kansas
$1.98M +$86.6K +3,389 +5%
ACS
44
Archford Capital Strategies
Illinois
$1.97M +$41.3K +1,614 +2%
MA
45
MCF Advisors
Kentucky
$1.84M +$114K +4,443 +7%
Citadel Advisors
46
Citadel Advisors
Florida
$1.79M +$1.79M +70,056 New
LPL Financial
47
LPL Financial
California
$1.7M +$599K +23,440 +54%
WMWM
48
Wilkins Miller Wealth Management
Alabama
$1.68M +$47.7K +1,867 +3%
EC
49
Estate Counselors
Wisconsin
$1.64M +$47K +1,840 +3%
QFA
50
Quantum Financial Advisors
California
$1.55M +$1.55M +60,663 New
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